WPW
DCP

Waldron Private Wealth’s DCP Midstream, LP DCP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-20,000
Closed -$226K 284
2020
Q2
$226K Sell
20,000
-20,000
-50% -$226K 0.02% 228
2020
Q1
$162K Buy
40,000
+20,000
+100% +$81K 0.02% 224
2019
Q4
$489K Hold
20,000
0.04% 165
2019
Q3
$524K Hold
20,000
0.05% 145
2019
Q2
$586K Hold
20,000
0.06% 125
2019
Q1
$661K Buy
+20,000
New +$661K 0.07% 121
2017
Q2
Sell
-67,470
Closed -$2.62M 217
2017
Q1
$2.62M Buy
+67,470
New +$2.62M 0.66% 19